Sales Reports in Essentials Solution

May 8, 2024

Description

Watch a video on how to run reports on the sales activity and employee activity for your store in Back Office for Essentials Solution

What's in this article?

Watch the video:

- [Instructor] The Essential Solution Sales Reportoffers a variety of sales, customer, and employee reports that will provide insights
that can help you run your business more efficiently.
In this video,
you'll learn how to navigate the Activity Summary,
the Sales and Customer Dashboards.
Use the Store Summary, view the Item Sales report,
navigate the Employee Activity report,
and view the Customer Sales report.
To begin, go to pointofsale.bofamerchantservices.com
Then, log in
to Bank of America Essentials Solution Back Office.
To begin, select the My Store tab
to view the Activity Summary screen.
The Activity Snapshot will give you a high level summary
of your store's sales and transaction activities.
This snapshot shows your activity
for the selected date compared to the previous day,
or the same day of the previous week.
The Activity Summary defaults to the current date,
but you can click the calendar icon
to select a specific date.
You can also see your average sale,
tips collected, taxes due,
the number of returns for the date,
and a breakdown of activity by payment types.
In the Activity Summary snapshot view
you can use the Last Six Week Trend view
to see a graphical depiction of your activity
for the last six weeks.
This view defaults to Sales,
but you can click the dropdown
and select, Transactions
to view that six week trend.
Select the View More link
to display the Sales Dashboard.
To view the full Store Summary report,
click the View Report link in the main snapshot window.
The Alerts section highlights unusual sales activit
or other important information
from the past seven days
that may need your attention.
To learn more about an alert, click the More link
for additional information.
You'll also find the Discounts & Offers sections
in the Activity Summary,
showing the impact of your discounts and offers.
To view more detailed information,
click the View Report link
and the system will display
the detailed Discounts & Promotions report.
Click My Store to return to the Activity Summary screen.
The Email Campaign sections show the impact
of your email marketing campaigns.
To view more detailed information,
click the View More link
and the system will display the Customer Dashboard.
To view a real time snapshot of your business,
select Sales Dashboard under the My Store navigation.
The graphs you see will depend on the option you choose
at the top of the screen.
The Sales Dashboard includes three major sections,
Sales, Profits, or Transactions.
Choose from one of the default timeframes
or enter a specific timeframe.
The vertical axis represents the metric chosen
and the horizontal axis represents time.
You can also choose to view the Daily Total, Hourly,
or Half-hourly Average using the buttons located
in the top right corner of the screen.
The Daily Total displays data for entire days,
the Hourly Average displays the typical results
at a given hour,
and the Half-hourly Average displays the results
in 30-minute increments.
Category Breakdown and Category Trend
allows you to select
and view trends and items sales for each category.
To view a category trend,
click on one of the bars in the Category Breakdown section
to display the chart on the right.
Category Items allows you to view item sales
for a selected category.
You can sort the selected categories items
by clicking on any of the column headers.
The Customer Dashboard allows you to view customer tracking
and marketing information from your active email campaigns.
Select the My Store tab
then select the Customer Dashboard subtab.
The Customer Dashboard includes three sections
Email Marketing, Top 10 Customers, and Subscribed Customers.
This dashboard also offers a view
of customers reached and sales made.
The Store Summary report is a synopsis
of total sales gathered from all devices
and all employees active on a given day.
To run a store summary report,
select the Results tab
and then the Reports subtab.
Select Store Summary under Operations
in the left column.
The report defaults to, Today,
but you can select a date range at the top.
To view your report, select the refresh button
at the top right.
The Store Summary report
will show your Gross Sales, Net Sales,
Ticket Total, Payment Types, Tax Categories,
No Sales, Discounts, Price Overrides,
and Cleared Tickets and Items.
You can also print
or export this report to one of several available formats.
The Items Sales report will show you
how specific items are selling over a specified time period.
To access the Item Sales report,
select the Results tab
and then the Reports subtab
and then select Item Sales under Sales in the left column.
To run a report, select the desired date range.
To view your report, select the refresh button
at the top right.
You can also print or export the report.
The Employee Activity report makes it easy
for businesses with multiple cashiers
to view the activity for each cashier.
Cashier activity is captured
when an employee logs onto the point of sale app
using their individual pin.
The Employee Activity report
will accurately reflect activity at the employee level.
To access the Employee Activity report
select the Results tab, and then the Reports subtab.
Then select Employee Activity
under Operations in the left hand column.
To run a report, select the desired date range.
To view your report, select the refresh button
at the top right.
You can also print or export the report.
The Customer Sales report provides a detailed sales history
for each of your customers.
To access the Customer Sales report,
select the Results tab
then the Reports subtab, and then select Customer Sales.
To run the report, select the date range at the top.
To view your report, select the refresh button
at the top right.
The Customer Sales report includes, customer name,
contact info, date of last purchase,
the number of times the customer has visited your store,
and more.
You can also print or export the report.
To learn more, visit bankofamerica.com/Merchanthel